founded 1987
Well Done to David and Lee who spent Saturday night at the Bournemouth Sports Club participating in the Big Sleep Easy, a community effort to raise funds to help the Bournemouth YMCA combat local homelessness.
They had a combined target of £200 and to date have raised £601.25 (including gift aid). Donations can still be made until 31st March 2019.
A big ‘thank you’ to all who donated to this worthy cause.
Congratulations to David Kiss on passing the CII R06 Financial Planning Practice exam taken on 8th October.
Well done from all the team!
Our latest Newsletter is now available
Please click here to access the October 2018 release.
If you have ideas on what you would like to see included in our newsletter, then we are all ears! In the meantime I hope you enjoy this edition.
On the evening of Saturday 17th November, from 6.45pm to 8am on Sunday 18th, Lee van Hoyland and David Kiss will be participating in a community effort to help combat local homelessness - the YMCA Big Sleep Easy. They will be building their own shelters out of cardboard boxes and spending the night outside. The funds raised are to help the YMCA Bournemouth to continue in their work enabling homeless individuals to return to independent accommodation and a positive long-term future.
If you would like to donate their fund raising pages are:
David - https://mydonate.bt.com/fundraisers/davidkiss1
Lee - https://mydonate.bt.com/fundraisers/leevanhoyland1
IF YOU DO DONATE - DON’T FORGET TO TICK THE GIFT AID BOX!
Congratulations to Sophie Potts on passing the CII R01 Financial Services, Regulation and Ethics exam on 2nd October.
Well done from all the team!
Oops! It has come to our attention that we haven't advised some clients that we have a mobile app available to access our online Client Portal. The app is free to download from the Apple App and Google Play Stores.
The Lewis App gives you the freedom to access and monitor your investments on the Client Portal anytime, anywhere.
Give our app a try and let us have your feed back.
Available for iPhone, iPad, Android phone and tablet.
Located in the ever popular and affluent City of Brighton and Hove, the property enjoys an exceptional location adjacent to the A27, being the main trunk road across the South Coast, serving Portsmouth, Chichester, Worthing, Brighton & Eastbourne. The building was constructed in 2001 and still has a very modern and appealing appearance. It extends to 26,273 sq ft over ground and first floor and benefits from a very good parking ratio.
We are delighted to announce the launch of The Lewis Workplace Pension Trust website.
This website provides information about The Lewis Workplace Pension, our solution to auto enrolment, for both current and prospective employers and members.
It includes useful tools to help with retirement planning and many frequently asked questions for both employers and members as well as a link to the TLWPT Member Client Portal.
We hope you enjoy our uncluttered design – take a look at www.lewismastertrust.co.uk. If you have any feedback or discover any hiccups during your visit, please let us know.
Congratulations to David Kiss on passing the CII R05 Financial Protection exam on 22nd August.
Well done from all the team!
Phishing is when someone poses as a legitimate organisation and attempts to get sensitive information such as your online passwords, bank or credit card details.
If you receive an email that appears to be from us asking you for your bank account details or asking you to provide them on another webpage, it is NOT from us, so do not respond and contact our support team to let us know.
We encourage all clients to run anti-virus software and set their PC or laptop to automatically run updates.
Never enter your online banking details after clicking on a link in an email or text message.
Never download software or let anyone login to your computer or devices remotely during or after a cold call.
Never reply to emails asking for your personal or security information – delete them!
Choose strong passwords and keep them safe.
Look for https in the URL when paying online or giving personal information.
Adam Gardiner
Technology Application Developer at Lewis'